PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
49 hedge funds and large institutions have $60.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 7 closing their positions.
16% more capital invested
Capital invested by funds: $52.3M → $60.7M (+$8.41M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
5.88% more ownership
Funds ownership: 46.38% → 52.26% (+5.9%)
2% more funds holding
Funds holding: 48 → 49 (+1)
58% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.68M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.61M |
| 3 |
Morgan Stanley
New York
|
+$2.37M |
| 4 |
Goldman Sachs
New York
|
+$1.84M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$842K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWP
LMG Wealth Partners
Shreveport,
Louisiana
|
-$4.85M |
| 2 |
Jane Street
New York
|
-$1.08M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$892K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$820K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
51
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$237K | -4,580 | Closed |
|
52
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$209K | -4,031 | Closed |
|
|
AWS
53
Atria Wealth Solutions
New York
| – | -$204K | -3,936 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$38.8K | -750 | Closed |
|
55
Comerica Bank
Dallas,
Texas
| – | -$6.37K | -123 | Closed |
|
56
BlackRock
New York
| – | -$45 | -1 | Closed |
|
TIPZ Hedge Fund Activity: Q4 2023 in Review
49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2023, worth a combined $60.7M — up 16% from $52.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TIPZ positions and 7 closed out — a net gain of 1 holder — while 10 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $9.68M. The largest seller was LMG Wealth Partners, cutting an estimated $4.85M.
- 49 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2023, up from 48 in Q3 2023.
- Funds reported $60.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2023, up 16% quarter-over-quarter.
- 8 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2023 and 7 closed out, a net change of +1 holder.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2023 was Bank of America, an estimated $9.68M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2023 was LMG Wealth Partners, an estimated $4.85M sold.
Based on aggregated 13F filings for Q4 2023.